{ "path": "/advisors/pa", "url": "https://advisorcensus.com/advisors/pa/page/11", "page_type": "state", "title": "Financial advisors in Pennsylvania", "filters": {}, "scope_total": 1211, "faq": [ { "q": "How many financial advisory firms are there in Pennsylvania?", "a": "AdvisorCensus lists 1,211 investment advisory firms with a principal office in Pennsylvania, from Form ADV filings as of October 2026: 568 SEC-registered, 543 state-registered, and 100 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Pennsylvania?", "a": "405 of the 1,211 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Pennsylvania offer financial planning?", "a": "716 of the 1,111 firms in Pennsylvania that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Pennsylvania fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 405 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "Find financial advisors in Pennsylvania. AdvisorCensus lists 1,211 investment advisory firms with a principal office in Pennsylvania as of October 2026. Metro areas are listed first. Firms are alphabetical, and you can sort by years registered or by assets under management. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Pennsylvania: 1,211 firms from Form ADV filings as of October 2026.", "total_firms": 1211, "page": 11, "total_pages": 25, "sort": "name", "registration_types": { "sec": 568, "state": 543, "exempt": 100 }, "fee_model_mix": [ { "code": "fee-only", "count": 405 }, { "code": "percentage_of_aum", "count": 997 }, { "code": "hourly", "count": 452 }, { "code": "subscription", "count": 11 }, { "code": "fixed", "count": 620 }, { "code": "commissions", "count": 19 }, { "code": "performance_based", "count": 161 }, { "code": "other", "count": 153 }, { "code": "not_reported", "count": 100 } ], "years_registered_distribution": [ { "code": "under_5", "count": 430 }, { "code": "5_to_9", "count": 263 }, { "code": "10_to_19", "count": 282 }, { "code": "20_plus", "count": 232 }, { "code": "not_reported", "count": 4 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 275 }, { "code": "25m_100m", "count": 174 }, { "code": "100m_500m", "count": 261 }, { "code": "500m_1b", "count": 88 }, { "code": "1b_5b", "count": 124 }, { "code": "over_5b", "count": 73 }, { "code": "not_reported", "count": 216 } ], "firms": [ { "crd_number": 107128, "name": "Hamel Associates,inc.", "name_as_filed": "HAMEL ASSOCIATES,INC.", "url": "https://advisorcensus.com/firm/hamel-associates-inc-allentown-pa-107128", "city": "Allentown", "state": "PA", "years_registered": 35, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 291683, "name": "Hamilton Asset Advisers", "name_as_filed": "HAMILTON ASSET ADVISERS", "url": "https://advisorcensus.com/firm/hamilton-asset-advisers-yardley-pa-291683", "city": "Yardley", "state": "PA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 107876, "name": "Hamilton Lane", "name_as_filed": "HAMILTON LANE", "url": "https://advisorcensus.com/firm/hamilton-lane-conshohocken-pa-107876", "city": "Conshohocken", "state": "PA", "years_registered": 28, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 114127, "name": "Hamilton-Bates Investment Research, Inc.", "name_as_filed": "HAMILTON-BATES INVESTMENT RESEARCH, INC.", "url": "https://advisorcensus.com/firm/hamilton-bates-investment-research-inc-mertztown-pa-114127", "city": "Mertztown", "state": "PA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 133825, "name": "Hanna Financial and Tax Services", "name_as_filed": "HANNA FINANCIAL AND TAX SERVICES", "url": "https://advisorcensus.com/firm/hanna-financial-and-tax-services-133825", "city": null, "state": null, "years_registered": 21, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157523, "name": "Hapanowicz Financial", "name_as_filed": "HAPANOWICZ FINANCIAL", "url": "https://advisorcensus.com/firm/hapanowicz-financial-pittsburgh-pa-157523", "city": "Pittsburgh", "state": "PA", "years_registered": 15, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 311126, "name": "Harmony Road Advisors", "name_as_filed": "HARMONY ROAD ADVISORS", "url": "https://advisorcensus.com/firm/harmony-road-advisors-311126", "city": null, "state": null, "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130373, "name": "Hartford Funds", "name_as_filed": "HARTFORD FUNDS", "url": "https://advisorcensus.com/firm/hartford-funds-wayne-pa-130373", "city": "Wayne", "state": "PA", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 147746, "name": "Hartford Funds", "name_as_filed": "HARTFORD FUNDS", "url": "https://advisorcensus.com/firm/hartford-funds-wayne-pa-147746", "city": "Wayne", "state": "PA", "years_registered": 13, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 146162, "name": "Harvest Financial Partners", "name_as_filed": "HARVEST FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/harvest-financial-partners-paoli-pa-146162", "city": "Paoli", "state": "PA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334825, "name": "Harvest Financial Planning Associates, LLC", "name_as_filed": "HARVEST FINANCIAL PLANNING ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/harvest-financial-planning-associates-llc-smoketown-pa-334825", "city": "Smoketown", "state": "PA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 154425, "name": "Harvest Fund Advisors LLC", "name_as_filed": "HARVEST FUND ADVISORS LLC", "url": "https://advisorcensus.com/firm/harvest-fund-advisors-llc-wayne-pa-154425", "city": "Wayne", "state": "PA", "years_registered": 16, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 330746, "name": "Hatch Biofund Management, LLC", "name_as_filed": "HATCH BIOFUND MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hatch-biofund-management-llc-doylestown-pa-330746", "city": "Doylestown", "state": "PA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 130007, "name": "Haverford Financial Services, Inc.", "name_as_filed": "HAVERFORD FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/haverford-financial-services-inc-radnor-pa-130007", "city": "Radnor", "state": "PA", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343087, "name": "Haverford Wealth Management, LLC", "name_as_filed": "HAVERFORD WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/haverford-wealth-management-llc-erie-pa-343087", "city": "Erie", "state": "PA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 112139, "name": "HBKS Wealth Advisors", "name_as_filed": "HBKS WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/hbks-wealth-advisors-erie-pa-112139", "city": "Erie", "state": "PA", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 160737, "name": "HC Capital Partners, LLC", "name_as_filed": "HC CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/hc-capital-partners-llc-west-conshohocken-pa-160737", "city": "West Conshohocken", "state": "PA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 141884, "name": "Healthview Asset Management, Inc.", "name_as_filed": "HEALTHVIEW ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/healthview-asset-management-inc-pittsburgh-pa-141884", "city": "Pittsburgh", "state": "PA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 336494, "name": "Healthyfp", "name_as_filed": "HEALTHYFP", "url": "https://advisorcensus.com/firm/healthyfp-conshohocken-pa-336494", "city": "Conshohocken", "state": "PA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 342648, "name": "Hearthstone Financial Group", "name_as_filed": "HEARTHSTONE FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/hearthstone-financial-group-ephrata-pa-342648", "city": "Ephrata", "state": "PA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343738, "name": "Helm Stone Capital LLC", "name_as_filed": "HELM STONE CAPITAL LLC", "url": "https://advisorcensus.com/firm/helm-stone-capital-llc-lancaster-pa-343738", "city": "Lancaster", "state": "PA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 333732, "name": "Henderson Brothers Financial Partners LLC", "name_as_filed": "HENDERSON BROTHERS FINANCIAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/henderson-brothers-financial-partners-llc-pittsburgh-pa-333732", "city": "Pittsburgh", "state": "PA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 331039, "name": "Hendrix Financial Planning", "name_as_filed": "HENDRIX FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/hendrix-financial-planning-331039", "city": null, "state": null, "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105510, "name": "Henry H. Armstrong Associates, Inc.", "name_as_filed": "HENRY H. ARMSTRONG ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/henry-h-armstrong-associates-inc-pittsburgh-pa-105510", "city": "Pittsburgh", "state": "PA", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 336206, "name": "Hepco Capital Management, LLC", "name_as_filed": "HEPCO CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hepco-capital-management-llc-philadelphia-pa-336206", "city": "Philadelphia", "state": "PA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 119241, "name": "Heritage Advisory Services, Inc.", "name_as_filed": "HERITAGE ADVISORY SERVICES, INC.", "url": "https://advisorcensus.com/firm/heritage-advisory-services-inc-malvern-pa-119241", "city": "Malvern", "state": "PA", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283399, "name": "Heroic Ventures Management, LLC", "name_as_filed": "HEROIC VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/heroic-ventures-management-llc-gladwyne-pa-283399", "city": "Gladwyne", "state": "PA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 124363, "name": "Herrington Investment Solutions", "name_as_filed": "HERRINGTON INVESTMENT SOLUTIONS", "url": "https://advisorcensus.com/firm/herrington-investment-solutions-mcmurray-pa-124363", "city": "McMurray", "state": "PA", "years_registered": 23, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 149907, "name": "Hershey Financial Advisers, LLC", "name_as_filed": "HERSHEY FINANCIAL ADVISERS, LLC", "url": "https://advisorcensus.com/firm/hershey-financial-advisers-llc-lancaster-pa-149907", "city": "Lancaster", "state": "PA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 314650, "name": "Hestia Capital Management, LLC", "name_as_filed": "HESTIA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hestia-capital-management-llc-cranberry-township-pa-314650", "city": "Cranberry Township", "state": "PA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330420, "name": "Hibernia Strategies Inc.", "name_as_filed": "HIBERNIA STRATEGIES INC.", "url": "https://advisorcensus.com/firm/hibernia-strategies-inc-west-chester-pa-330420", "city": "West Chester", "state": "PA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "performance_based", "other" ], "enhanced": false }, { "crd_number": 306321, "name": "High Street Capital, LLC", "name_as_filed": "HIGH STREET CAPITAL, LLC", "url": "https://advisorcensus.com/firm/high-street-capital-llc-bradford-pa-306321", "city": "Bradford", "state": "PA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 105403, "name": "Hirtle & Co., LLC", "name_as_filed": "HIRTLE & CO., LLC", "url": "https://advisorcensus.com/firm/hirtle-and-co-llc-west-conshohocken-pa-105403", "city": "West Conshohocken", "state": "PA", "years_registered": 38, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 152103, "name": "Hoey Investments, Inc.", "name_as_filed": "HOEY INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/hoey-investments-inc-coatesville-pa-152103", "city": "Coatesville", "state": "PA", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 287766, "name": "Hoffman Capital Advisors LLC", "name_as_filed": "HOFFMAN CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/hoffman-capital-advisors-llc-cranberry-twp-pa-287766", "city": "Cranberry Twp", "state": "PA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329884, "name": "Holos Integrated Wealth", "name_as_filed": "HOLOS INTEGRATED WEALTH", "url": "https://advisorcensus.com/firm/holos-integrated-wealth-kennett-square-pa-329884", "city": "Kennett Square", "state": "PA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 292717, "name": "Honte Capital Management LLC", "name_as_filed": "HONTE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/honte-capital-management-llc-carnegie-pa-292717", "city": "Carnegie", "state": "PA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 324546, "name": "HOP Management", "name_as_filed": "HOP MANAGEMENT", "url": "https://advisorcensus.com/firm/hop-management-philadelphia-pa-324546", "city": "Philadelphia", "state": "PA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 133414, "name": "Hopeman Ventures, LLC", "name_as_filed": "HOPEMAN VENTURES, LLC", "url": "https://advisorcensus.com/firm/hopeman-ventures-llc-wexford-pa-133414", "city": "Wexford", "state": "PA", "years_registered": 21, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 4031, "name": "Hornor, Townsend & Kent, LLC", "name_as_filed": "HORNOR, TOWNSEND & KENT, LLC", "url": "https://advisorcensus.com/firm/hornor-townsend-and-kent-llc-conshohocken-pa-4031", "city": "Conshohocken", "state": "PA", "years_registered": 27, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 337624, "name": "Houseman Financial LLC", "name_as_filed": "HOUSEMAN FINANCIAL LLC", "url": "https://advisorcensus.com/firm/houseman-financial-llc-new-freedom-pa-337624", "city": "New Freedom", "state": "PA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343565, "name": "HPM Investment Partners", "name_as_filed": "HPM INVESTMENT PARTNERS", "url": "https://advisorcensus.com/firm/hpm-investment-partners-343565", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 149255, "name": "Hudock Capital Group", "name_as_filed": "HUDOCK CAPITAL GROUP", "url": "https://advisorcensus.com/firm/hudock-capital-group-williamsport-pa-149255", "city": "Williamsport", "state": "PA", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 30177, "name": "Hunter Associates LLC", "name_as_filed": "HUNTER ASSOCIATES LLC", "url": "https://advisorcensus.com/firm/hunter-associates-llc-pittsburgh-pa-30177", "city": "Pittsburgh", "state": "PA", "years_registered": 34, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333651, "name": "Hunter Private Capital Advisors, LLC", "name_as_filed": "HUNTER PRIVATE CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/hunter-private-capital-advisors-llc-pittsburgh-pa-333651", "city": "Pittsburgh", "state": "PA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 129716, "name": "Hutchison Whitehead Wealth Management", "name_as_filed": "HUTCHISON WHITEHEAD WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/hutchison-whitehead-wealth-management-canonsburg-pa-129716", "city": "Canonsburg", "state": "PA", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 121932, "name": "Hyams Investments, Inc.", "name_as_filed": "HYAMS INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/hyams-investments-inc-121932", "city": null, "state": null, "years_registered": 33, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 313014, "name": "Hyperion Financial", "name_as_filed": "HYPERION FINANCIAL", "url": "https://advisorcensus.com/firm/hyperion-financial-shillington-pa-313014", "city": "Shillington", "state": "PA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 164717, "name": "I.M.S. Wealth Management, LLC", "name_as_filed": "I.M.S. 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